ADVISOR BIO

Derek Winn is a financial advisor with over 20 years of experience in the industry. Derek is a Chartered Financial Analyst (CFA) and is currently registered with Osaic Wealth, Inc. in Wisconsin, Florida and Texas. Derek has previously worked with Woodbury Financial Services, Inc. and Girard Securities, Inc. in Wisconsin. Derek provides financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisers.

SPECIALIZATIONS

ADVISOR BIO

Derek Leonard Johnson is a financial advisor at MML Investors Services, LLC, specializing in portfolio management for individuals and businesses, as well as financial planning. Derek has over 25 years of experience in the financial services industry. He has a strong track record of helping clients achieve their financial goals and is dedicated to providing personalized advice and exceptional service. Derek also provides educational seminars and assists with the selection of other advisors. He is registered to provide investment advice in all states and holds a Series 7, 10, 24, 52, 53, 66, and SIE license. Prior to joining MML Investors Services, LLC, Derek was a financial advisor at Wells Fargo Clearing Services, LLC, and Wells Fargo Investments, LLC.

SPECIALIZATIONS

ADVISOR BIO

Derek Jon Nowatzki is an investment advisor representative for Haese Financial Group Inc. and has been in the industry since 2002. Derek is registered in Georgia and Montana. Derek is also a registered representative for the firm. Derek has a Series 7, 63 and 66 license. Derek also works part-time at AMS SERVICES, a tax and accounting services and independent insurance agency.

SPECIALIZATIONS

ADVISOR BIO

Derek Jelinski is a financial advisor with Morgan Stanley, based in Waukesha, Wisconsin. Derek has been in the financial industry since 2002. He has a strong background in the industry with experience at LPL Financial Corporation, Harbour Investments, Inc., The Advisors Group, Inc., and Everen Securities, Inc. Derek is a licensed Series 7 and Series 66 securities representative. He has obtained his SIE certification and is registered in multiple states. His expertise allows him to provide a wide range of financial services to both individuals and corporations, including financial planning, asset allocation advice, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Derek Kohn is a financial advisor registered with Global View Capital Management LLC. Derek is a registered Investment Advisor Representative in Texas and Wisconsin. Derek is also an insurance agent with Global View Capital Insurance Services, LLC, an affiliate of Global View Capital Advisors, LLC. Derek works as a Loan Officer at Ergo Bank F/K/A Farmers State Bank. Derek has been a financial advisor since 2010.

SPECIALIZATIONS

ADVISOR BIO

Derek Mcshane Bartle is an Investment Advisor Representative at U.S. Bancorp Investments, Inc. Derek has 10 years of experience in the financial services industry. Derek holds the Series 6, 7, 24, 26, 52, 53, and 63 licenses as well as the SIE exam certification. Derek is a registered representative in Wisconsin. Derek also serves on the Board of Directors for the American Heart Association. Derek's prior firm was WELLS FARGO ADVISORS, LLC. Derek specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

SPECIALIZATIONS

ADVISOR BIO

Derek Andrew Johnson is a financial advisor registered with Ameriprise Financial Services, LLC. Derek has been in the financial services industry since 2023. Derek has passed the Series 63, Series 6TO and SIE exams. Derek is currently licensed in Wisconsin and Illinois. Derek has experience in financial planning, portfolio management for individuals and businesses. Derek is also registered as an investment adviser representative with Northwestern Mutual Wealth Management Company.

SPECIALIZATIONS

ADVISOR BIO

Derek Border is a financial advisor with Packerland Brokerage Services, Inc. Derek has been working in the financial industry since 2007 and has experience with securities, insurance, and long-term care. Derek holds the Series 7 and Series 66 licenses and has passed the Securities Industry Essentials Examination. Derek has a variety of experience with various clients, including individual investors, high-net-worth individuals, corporations, and charitable organizations. Derek is based in Green Bay, WI and is registered with the state of Pennsylvania. Derek has previously been registered with Sorrento Pacific Financial, LLC and Edward Jones.

SPECIALIZATIONS

ADVISOR BIO

Derek Mitchell Taylor Hoff is a registered investment advisor representative at Hoff Private Wealth, a registered investment advisor based in Wausau, WI. Derek Mitchell Taylor Hoff has a Series 65 license. The firm provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, and high net worth individuals.

SPECIALIZATIONS

ADVISOR BIO

Derek Engler is a registered representative of RBC Capital Markets, LLC. Derek is a financial advisor based in Madison, Wisconsin. Derek has been in the securities industry since April 2002. Derek is also a registered investment advisor representative with RBC Capital Markets, LLC in Wisconsin and Texas. Derek holds the Series 66, Series 7, and SIE securities licenses. Derek is a graduate of the University of Wisconsin-Madison, and he has served on the board of directors of several local organizations. Derek is passionate about helping his clients achieve their financial goals.

SPECIALIZATIONS